Ls Investment Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $646 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $80.8M, Microsoft Corp with a value of $35.8M, Alphabet Inc. with a value of $30.7M, Home Depot, Inc. with a value of $22.7M, and Visa Inc. with a value of $22.1M.

Examining the 13F form we can see an decrease of $9.83M in the current position value, from $656M to 646M.

Below you can find more details about Ls Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $646 Million
Technology: $177 Million
Financial Services: $86.4 Million
Industrials: $85.7 Million
ETFs: $77.7 Million
Communication Services: $61.2 Million
Consumer Cyclical: $41.1 Million
Consumer Defensive: $40.9 Million
Healthcare: $30.9 Million
Other: $44.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $646 Million
  • Prior Value $656 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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